Headlines focus on the U.S. and China, but this week’s chart shows how contraction in trade globally could challenge investors.

As CRE deal volume shows signs of thawing, alternative lenders sit in an excellent position to capture attractive income opportunities.

The 60/40 had its worst quarter since the pandemic started. Our chart looks at quarterly returns and why the coming quarters could remain volatile.

Few explanations for the upward march of equity valuations are based on resoundingly positive or long-term economic changes. We take a closer look at how these high valuations could be closely tied to the multi-year surge in liquidity.

A new strategy note from Chief Market Strategist Troy Gayeski

As the Fed commences a new round of rate hikes, our chart looks at maximum compression in price/earnings (P/E) ratios amid historical rate hike cycles.

Year-over-year change in inflation expectations and Treasury yields

See why a notable shift in what’s driving high yield bond returns this year may renew investor interest in actively managed strategies.

Credit fundamentals look good, yet finding returns can be tough, especially for passive investors.

See why a passive management strategy and rising rates may not mix when it comes to fixed income assets.